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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,819 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $584,320 | $106,264+449.9% | $147,117+297.2% | $77,762+651.4% |
| Participation rate | 96.5% | 78.4%+18.0pp | 82.2%+14.3pp | 70.6%+25.9pp |
| Annual return | 13.77% | 56.94%-43.2pp | 420.54%-406.8pp | 31.27%-17.5pp |
| Employer contribution / active EE | $18,997 | $4,074+366.3% | $4,932+285.1% | $2,728+596.4% |
| Participant deferral / active EE | $14,841 | $8,003+85.4% | $8,065+84.0% | $4,651+219.1% |
| Admin fee / account holder | $45 | $334-86.4% | $12,993-99.7% | $433-89.5% |